We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our team’s experience includes time at well-known financial firms, but while we certainly learned the ways of Wall Street, one practice we are not interested in pursuing is pushing proprietary investment products on our clients whether they fit them or not.
We customize each client portfolio based on their goals, time horizon and risk tolerance and regularly rebalance it to reflect changes in the financial environment and our clients’ personal lives. We help our clients understand what’s involved in pursuing their goals and have realistic conversations about what to expect.
We also pride ourselves on providing excellent client service built on solid personal relationships. When we speak to our clients, certainly we discuss their financial plan and what’s going on in the market, but we also enjoy hearing about their interests and current family events.
In all, we provide the best of both worlds – Wall Street expertise and a personal experience you can feel right at home with here in Northern California.